Director, Senior Wealth Advisor

Director Senior Wealth Advisor

Location: Jackson WY (In-Office)

Job Type: Full-time Exempt

Salary: $166000 - $249000/YR *Actual offer will be based on experience location education and/or skills*

Applications should be submitted for consideration no later 08/31/2026.

Youre a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust expertise and strategic insight. You bring deep financial planning knowledge a relationship-first mindset and the ability to simplify complex concepts with confidence and clarity. Youre energized by business development mentoring others and elevating the overall client experience. If you thrive in a role that blends leadership growth and elite client service this role is for you.

The Director Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking referrals and strategic partnerships. This role serves as the primary advisor creating personalized financial plans that integrate investment management estate planning tax strategy and risk management. You will build trusted relationships by translating complex financial concepts into clear actionable guidance and maintaining alignment through proactive client reviews. The position also focuses on mentoring and developing advisors strengthening planning capabilities and ensuring a consistent high-quality client experience across the Wealth team.

• Identify and pursue new client opportunities through networking referrals and strategic partnerships to grow the wealth advisory business.
• Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive personalized financial plans.
• Prepare and present proposals that showcase First Westerns fiduciary planning and investment capabilities.
• Build long-term client relationships through proactive outreach regular plan reviews and clear simplified communication.
• Partner with product compliance and training teams to ensure solutions align with firm standards and best practices.
• Mentor and coach advisors to strengthen planning expertise client engagement and overall team performance.

What You Bring

• Bachelors degree in Business Finance or a related field required; Masters degree preferred.
• 1015 years of experience in wealth management including comprehensive financial planning.
• 57 years of management experience.
• CFP certification required within 18 months of hire.
• Proven success in business development prospecting and relationship growth.
• Experience leading complex planning engagements across investments trust estate planning tax strategy and philanthropy.
• Strong leadership coaching and mentoring capabilities.
• High emotional intelligence integrity and professionalism.
• Exceptional communication skills with the ability to simplify complex financial concepts.
• Deep understanding of financial planning tools workflows and client experience design.
• Ability to influence across teams and lead effectively through change.

• Competitive base salary: $166000 - $249000/YR plus strong bonus potential.
  
  
• 401(k) plan with employer match.
  
  
• Paid parking and transportation benefits.
  
  
• Comprehensive health and wellness benefits including:
  
  
  • Health savings accounts (HSA)
    
    
  • Flexible spending accounts (FSA)
    
    
  • Medical dental and vision coverage
    
    
• Generous paid time off and bank holidays.
  
  
• Access to training and professional development programs.
  
  
• Sponsorship and support for obtaining professional certifications.
  
  
• A culture of collaboration continuous improvement and shared success.

At First Western Trust were more than just a financial institutionwere a team of forward-thinkers committed to excellence innovation and impact. Our culture thrives on teamwork and mutual respect grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh effective ways.

We celebrate each others successes welcome new ideas and take personal ownership in everything we do. A genuine desire to positively impact our clients communities and one another drives our work. We meet challenges with a growth mindset act with urgency and accountability and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust transparency and respect. Whether youre just beginning your journey or bringing years of experience youll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate communicate openly and give/receive feedback with trust.
• Go above and beyond to do whats rightalways.

If that sounds like you youll fit right in.

Learn more at or email .

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse inclusive and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race color religion sex sexual orientation gender identity national origin age disability veteran status or any other protected status. For accommodation requests please contact .